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In November, China's industrial added value above the designated size increased by 5.4% year-on-year, with New energy Fund, Siasun Robot&Automation, and integrated circuits leading the growth.
From January to November, the added value of large-scale industries grew by 5.8% year-on-year. Among them, the production of New energy Fund vehicles, Siasun Robot&Automation, and integrated circuit products increased by 51.1%, 29.3%, and 8.7% respectively.
After the peak of the Robot Concept stocks, be wary of short-term divergences. AI and CSI Consumer 360 index may still have rotational opportunities.
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A significant bullish announcement is coming! Which directions might be the core of capital's attention?
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The robot concept is experiencing increased short-term volatility; can AI application directions take the lead in growth?
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Fuel cell energy and hydrogen internal combustion engines are advancing in parallel, with the application of hydrogen energy accelerating on the end-user side due to frequent bullish policies.
① The CA6HV3 hydrogen engine, independently developed by faw jiefang group, has been released as the first domestic heavy-duty commercial vehicle hydrogen engine with direct injection. ② At this stage, many hydrogen internal combustion engine products still have shortcomings such as "low thermal efficiency."
Direct hit on the 2024 annual conference of the photovoltaic industry: focusing on the Middle East and Africa markets. There are both opportunities and challenges for Chinese enterprises to "go global".
① Chinese new energy companies have four advantages in their process of entering the Middle East: the first is technological innovation and production capacity; the second is global layout and market expansion; the third is policy support and market demand; the fourth is cost and economic benefits. ② The African countries most suitable for Chinese photovoltaic investment include South Africa, Egypt, Rwanda, Zimbabwe, and Zambia.
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